Senior Berater (d/m/w) Personal Banking - Vermögensaufbau & Vorsorge
Core
Senior advisor responsible for closing-oriented wealth building and pension planning for private banking customers.
Role type
Senior IC personal banking advisor
Builds
Wealth management and pension solutions for private clients
Domain
Banking / Personal Finance
Required skills
wealth building expertise, pension planning expertise, investment product knowledge, sales closing, customer relationship management, digital banking services promotion
Preferred skills
personal loan expertise, team mentoring, process optimization
Technologies
Online banking, Mobile banking
Responsibilities
Conduct closing-oriented consultations for assigned customers, manage scheduled appointments from advisory and call centers, promote digital banking services, share expertise with team colleagues, develop professional and sales skills
Seniority
Senior, hands-on IC
